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Adam Robert Bossert

Fisher Investments

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About Adam Robert Bossert

Adam Bossert is an investment advisor representative at Fisher Investments. Adam has been in the securities industry since 2014. Adam has Series 6, 7, 63, and 65 licenses and has passed the SIE Exam. Adam was previously registered with U.S. BANCORP INVESTMENTS, INC. in Saint Paul, Minnesota. Adam specializes in providing financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Adam's current registrations are with the state of Florida and Texas.

Firm Information

Adam Bossert is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Adam Bossert’s Registration & Firm History

TX

07/05/2023 - Present

Fisher Investments (PLANO TX)

MN

05/05/2015 - 05/13/2019

U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)

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Licenses & Designations

IA

Issued 06/30/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/05/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Robert Bossert.
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